1. Projects
  2. Project Management
  3. Purchase to Project
  4. Setting Up the Purchase to Project SuiteApp
  5. Purchase to Project SuiteApp Roles and Permissions

Purchase to Project SuiteApp Roles and Permissions

There are no custom roles included with the Purchase to Project SuiteApp. An administrator must do the following to set up the Purchase to Project roles and permissions:

  1. Create custom project manager and consultant roles or edit existing roles. For more information, see Customizing or Creating NetSuite Roles.

  2. Set the required permissions for the custom consultant and project manager roles. For more information, see Setting Required Permissions for Purchase to Project Custom Roles.

  3. Set the employee restrictions for the custom consultant role. For more information, see Setting Employee Restrictions for the Purchase to Project Custom Consultant Role.

Setting Required Permissions for Purchase to Project Custom Roles

To set the required permissions for custom roles:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Click Edit beside the custom role.

    The following permission levels are available:

    • View – Users with this permission can only view records.

    • Create – Users with this permission can create and view records.

    • Edit – Users with this permission can create, view, and edit records.

    • Full – Users with this permission can create, view, edit, and delete records.

    Refer to the following table for the custom roles required for this SuiteApp and the corresponding minimum permissions required for these roles.

    Custom Role

    Subtab

    Permission

    Minimum Permission Level Required

    Project Manager

    Transactions

    Bills

    Edit

    Invoice

    View

    Purchase Order

    Edit

    Lists

    Customers

    View

    Projects

    Edit

    Project Tasks

    Edit

    Vendors

    View

    Note:

    Edit permission is required for a role to be able to tag a vendor as a project vendor. For more information, see Tagging a Vendor as a Project Vendor.

    Setup

    (Optional) Import CSV File

    Full

    (Optional) Set Up Company

    View

    Consultant

    Transactions

    Bills

    View

    Invoice

    View

    Purchase Order

    Edit

    Lists

    Customers

    View

    Projects

    View

    Project Tasks

    Create

    Vendors

    View

    Note:

    Edit permission is required for a role to be able to tag a vendor as a project vendor. For more information, see Tagging a Vendor as a Project Vendor.

    Setup

    (Optional) Import CSV File

    Full

    (Optional) Set Up Company

    View

Setting Employee Restrictions for the Purchase to Project Custom Consultant Role

After setting permissions for the custom consultant role, an administrator must also set the employee restrictions for this role. Setting employee restrictions enables consultants to view purchase orders and vendor bills on the Procurement subtab of the project record.

To set employee restrictions for the custom consultant role:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Click Edit beside the custom consultant role.

  3. In the Employee Restrictions field, select from any of the following:

    • none -no default

    • none -default to own

    • own, subordinate, and unassigned

    • own and subordinates only

    Note:

    If you select own and subordinates only or own, subordinate, and unassigned, you must also check the Allow Viewing box next to the Employee Restrictions field.

    For more information on employee restrictions, see Setting Employee Restrictions.

Related Topics

General Notices